Sugarloaf Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80.7K | Hold |
888
| – | – | 0.02% | 244 |
|
|
2024
Q3 | $81.6K | Hold |
888
| – | – | 0.02% | 250 |
|
|
2024
Q2 | $78.2K | Hold |
888
| – | – | 0.02% | 249 |
|
|
2024
Q1 | $81K | Hold |
888
| – | – | 0.02% | 246 |
|
|
2023
Q4 | $70.3K | Hold |
888
| – | – | 0.02% | 249 |
|
|
2023
Q3 | $64.1K | Hold |
888
| – | – | 0.02% | 257 |
|
|
2023
Q2 | $66.6K | Hold |
888
| – | – | 0.02% | 253 |
|
|
2023
Q1 | $63.5K | Hold |
888
| – | – | 0.02% | 258 |
|
|
2022
Q4 | $60.7K | Hold |
888
| – | – | 0.02% | 258 |
|
|
2022
Q3 | $56K | Hold |
888
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $57K | Hold |
888
| – | – | 0.01% | 261 |
|
|
2022
Q1 | $69K | Hold |
888
| – | – | 0.02% | 237 |
|
|
2021
Q4 | $76K | Hold |
888
| – | – | 0.02% | 232 |
|
|
2021
Q3 | $70K | Hold |
888
| – | – | 0.02% | 228 |
|
|
2021
Q2 | $72K | Buy |
888
+35
| +4% | +$2.84K | 0.02% | 224 |
|
|
2021
Q1 | $70 | Sell |
853
-35
| -4% | -$3 | 0.02% | 230 |
|
|
2020
Q4 | $64K | Hold |
888
| – | – | 0.02% | 226 |
|
|
2020
Q3 | $53K | Sell |
888
-28
| -3% | -$1.67K | 0.02% | 232 |
|
|
2020
Q2 | $51K | Sell |
916
-8
| -0.9% | -$445 | 0.02% | 231 |
|
|
2020
Q1 | $41K | Hold |
924
| – | – | 0.02% | 244 |
|
|
2019
Q4 | $55K | Buy |
+924
| New | +$55K | 0.02% | 239 |
|